RWO vs USRT

ARWO

BUSRT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,294USRT · RWO $10,966

Lowest cost0.08%USRT · $8 on $10k

Most income3.29%RWO · $329 on $10k

Smallest drop−11.3%RWO · worst fall in 1Y

Held in common71.8%RWO and USRT

RWO

USRT

State Street SPDR Dow Jones Global Real Estate ETF · $1.3BiShares Core U.S. REIT ETF · $4.4B

+15.4%3 years · per year$15,353 · $16,301+17.7%

+1.9%5 years · per year$10,966 · $12,294+4.2%

0.50%Expense ratio$50 · $8 on $10k · lower wins0.08%

3.29%12-mo yield$329 · $264 on $10k2.64%

−11.3%Worst dropSmaller wins−12.4%

13.2%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRWO · USRT

10.5%WELL9.2%

7.4%PLD6.9%

6.0%EQIX6.0%

4.3%SPG4.8%

Held in common71.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
2	ARWO	State Street SPDR Dow Jones Global Real Estate ETFRead Desk		0.50%	3.29%	+2.7%	+12.9%	+14.0%	+15.4%	+1.9%	−11.3%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.4B
2	ARWO	State Street SPDR Dow Jones Global Real Estate ETFRead Desk		0.50%	3.29%	+2.7%	+12.9%	+14.0%	+15.4%	+1.9%	−11.3%	$1.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RWO vs USRT

RWO

SPDR Dow Jones Global Real Estate

$10,966

USRT

iShares Core U.S. REIT

$12,294

MeasureRWOUSRT

Fee0.50%0.08%

Cost on $10k a year$50$8

Yield3.29%2.64%

5 years, per year+1.9%+4.2%

3 years, per year+15.4%+17.7%

Worst drop · 1Y−11.3%−12.4%

Volatility · 1Y13.2%13.8%

3–3measures won
level

71.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RWO, USRT

Today

71.8%most shared, RWO and USRT

RWOUSRT

RWO—71.8%

USRT71.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$279most kept, RWO

RWO$329 − $50 = $279

USRT$264 − $8 = $256

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee